Paraplanner

Role: Paraplanner

Location: Newcastle-Under-Lyme, Hybrid

Salary: £35,000 - £42,000

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We are seeking an experienced Paraplanner to join our dynamic team. This role involves working 1-on-1 with one of our advisors to provide comprehensive Paraplanning support, handling tasks related to financial products, and maintaining accurate records. The ideal candidate will be a reliable team player with a strong background in Paraplanning, preferably Level 4 qualified, and possessing a passion for financial services.

If you are looking for flexibility, this role is ideal for you! With a hybrid working schedule tailored to fit your needs as well as flexible working hours that allow you to finish up at 3pm on a Friday, this role is perfect for anyone who values work/life balance. There is also the possibility to finish at 4pm daily should you choose to come in for 8am. 

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Responsibilities:

• Liaising with providers and clients on a regular basis
• Preparing suitability reports across a wide range of investment solutions, advice types, and financial products, including any necessary technical research
• Maintaining accurate and up-to-date records and documentation
• Ensuring efficient communication within the team and with external stakeholders
• Supporting the financial advisor in processing new business and ensuring smooth operations
• Experience with Cash Flow Planning, Investment, and Pension products beneficial
• Experience with IO, Voyant, and Dynamic planner beneficial

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About you:

• Minimum 2 years’ experience working in wealth management
• Strong communication skills and the ability to work well with an advisor
• A trustworthy and reliable individual who values integrity and confidentiality
• A people person with a friendly and professional demeanour
• Open to career development opportunities within the industry
• Knowledgeable about pensions, annuities, and a range of financial products

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Key Details:

• Competitive salary package
• Highly flexible hybrid model and working hours
• Fantastic opportunities for career progression and professional development
• Funding for professional qualifications
• Company pension contribution
• Dental plan

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Apply today and we will be in touch!